+1,101.8%
NBIS vs URA
+48.7%
+1,053.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | 0.0% |
| 7D | +17.8% | +5.7% | +12.0% | +11.0% |
| 30D | +30.5% | +5.6% | +25.0% | +22.3% |
| 3M | +9.2% | +6.2% | +3.0% | +4.1% |
| 6M | +153.2% | -8.2% | +161.4% | +168.8% |
| YTD | +187.1% | +9.7% | +177.5% | +144.3% |
| 1Y | +151.1% | +17.0% | +134.1% | +85.9% |
| All | +1,101.8% | +48.7% | +1,053.0% | +586.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling